Evermay Wealth Management’s Alcon ALC Stock Holding History

Evermay Wealth Management’s Portfolio ALC Stock Details ALC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-41	Closed	-$4.1K	–	575
2024 Q3	$4.1K	Hold	41	–	–	﹤0.01%	514
2024 Q2	$3.65K	Hold	41	–	–	﹤0.01%	515
2024 Q1	$3.42K	Buy	41 +20	+95%	+$1.6K	﹤0.01%	515
2023 Q4	$1.64K	Hold	21	–	–	﹤0.01%	527
2023 Q3	$1.62K	Hold	21	–	–	﹤0.01%	507
2023 Q2	$1.73K	Buy	+21	New	+$1.6K	﹤0.01%	494
2022 Q3	–	Sell	-40	Closed	-$3K	–	511
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	454
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	470
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	464
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	426
2021 Q2	$3K	Buy	+40	New	+$2.85K	﹤0.01%	465

Other funds holding ALC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Evermay Wealth Management's ALC Position: Q4 2024 in Review

Evermay Wealth Management sold out of Alcon (ALC) in Q4 2024, closing a stake of 41 shares — an estimated $4.1K sold.

Evermay Wealth Management first reported a position in ALC in Q2 2021 and held it in 11 quarters. The position peaked at $4.1K in Q3 2024. 660 funds tracked by Wall St. Rank hold ALC as of Q4 2024.

Evermay Wealth Management reported no remaining Alcon position as of Q4 2024 after selling out during the quarter.
Evermay Wealth Management sold 41 Alcon shares in Q4 2024, an estimated $4.1K.
Evermay Wealth Management first reported a position in Alcon in Q2 2021 and held it in 11 quarters.
Evermay Wealth Management's Alcon position peaked at $4.1K in Q3 2024.
660 funds tracked by Wall St. Rank held Alcon as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.